Portfolio Management Services (PMS)Compare Schemes
2Point2 Capital - Long term Value vs Aditya Birla Sun Life (ABSL) - SSP
Add SchemeGrowth of ₹1 Crore
2Point2 Capital - Long term Value
Aditya Birla Sun Life (ABSL) - SSP
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.60%
0.79%
6 Months
2.30%
10.53%
1 Year
9.30%
15.92%
3 Years
13.80%
22.93%
5 Years
16.30%
18.33%
Since Inception
18.90%
17.15%
Fund Age
10 yrs 1 mo
16 yrs 10 mo
AUM
₹2,128.58 Cr
₹767.31 Cr
Alpha – 1 Year
4.60%
11.20%
Alpha – 3 Years
1.70%
10.84%
Information Ratio – 3 Years
0.16
1.21
Volatility – 1 Year
18.96%
20.11%
Volatility – 3 Years
16.97%
18.00%
Beta – 1 Year
1.03
1.06
Beta – 3 Years
0.88
1.03
Sharpe Ratio – 1 Year
0.27
0.57
Sharpe Ratio – 3 Years
0.54
0.95
Worst Rolling Year
0.21%
-14.86%
Value at Worst Rolling Year
₹1.00 Cr
₹0.85 Cr
Deepest Drawdown
−14.69%
−20.27%
Recovery Period
Not yet recovered
94 days
1-Year Rolling Windows Positive
98.85%
82.37%
Median Rolling Year
19.90%
23.49%
5-Year Rolling Windows Positive
100.00%
97.90%
Market-Cap Mix
L 16% · M 21% · S 57%
L 23% · M 38% · S 34%
Number of Stocks
—
41
Portfolio P/E
—
36.67
Top 5 Holdings
—
BSE Ltd · 9.00%
Federal Bank Ltd · 5.53%
Lumax Industries Ltd · 5.48%
Persistent Systems Ltd · 5.29%
Cash & Cash Equivalent · 4.72%
Top Sectors
—
Financial Services · 23.82%
Capital Goods · 17.42%
Automobile and Auto Components · 11.87%
Fixed Fee
1.50% / yr
2.50% / yr
Performance Fee / Plan
15% of profit, above 10%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 0% / 0%
2% / 1% / 0%